[bragones]

Originally Posted by rsmurano

just for grins, I evaluated all of the funds that were mentioned in this post. 99% of them I wouldn't own them, some were disasters. Some of them did pay some higher yields but overall they weren't that great. Some of these made 15% or more the past year but weren't looking good in the future nor did the history. Go out and check them out yourselves, it's pretty easy.
My criteria: high return/low risk (some of the mentioned funds were high risk with low returns), low fees which are .1% or lower, good dividend (3% or higher), history of growth and dividend increases. low turnover, and managers have invested in their own funds (if active).

Some stats: ANGL, high risk high return, ytd return is -1.6%, 3 year return is -12%, 5 year return is -3%.
VIG pretty good overall
EDF, very bad, 3.7% expense, average return, highest risk, 3 year return -38%, 5 year return -61%
ryld is pretty bad too, .6% expense, ytd return -3%, 1 year return -11%, 3 year return -34%, 5 year return -36%

I have a few index funds that returned more than 150% over 5 years. All of them were over 60% growth over a 5 years period. If you do investing on your own, use the stock/fund screener to find these jewels. I have been in these same funds for over a decade, some over 20 years. I have gotten out of the market totally 2 times in 30 years, beginning of 2022 and 2 weeks ago. I feel it's safer to be in money market funds for a while. Getting out in 2022 and getting back in gradually over 2023 was very lucrative to say the least. Didn't need to wait to recover 30-35% loss that the market had. I hope this last pullout will see the same type of growth when I get back in. Money markets are over 5.3% right now.

Not sure where you research comes from, but I have several sources. As for ANGL, I've owned it since 2016 and I'm up just over 5% on cap appreciation on top of paying an avg 6% div annualy, paid out over a monthly period. Expense ratio is 0.25, Mornigstar is 4 stars, beta is less than 1 (lower risk). Sounds to me like you are a market timer. If you are winning long term with that strategy, you are the only one I know who has done so and I've been investing since 1979. IMHO, ANGL has been good for the income side of my portfolio. Blink and you might miss your opportunity to get back in. Good luck.

ANGL
(Total Returns)
1 year
+9.58%
3 year
+1.56%
5 year
+5.23%
10 year
+6.04%
Life
+6.85%